How I work.

The situation

You've got one person standing in the middle of every referral: assigning it to a clinician, emailing over the details, then chasing updates just to know whether it converted. Every referral needs them, and that stops scaling the moment your team grows.

What I built

I build a tracker for each clinician that syncs both ways with your master sheet. A referral you assign lands in that clinician's own tracker automatically. Whatever they update syncs back without anyone re-typing or relaying it by hand.

What became true

Each clinician sees only their own caseload. Nothing gets re-typed or relayed by hand. Your master sheet stays the single source of truth, and whoever's coordinating referrals is no longer the bottleneck every one of them has to pass through. This isn't a one-off: I've since built this same two-way tracker for another practice with the same problem.

The situation

Variable clinician pay means every pay period starts from scratch: pull the billing, reconcile it against what actually came in, work out each clinician's split, then rebuild the payroll entry by hand. Every step is a place to introduce an error, and errors in someone's paycheck are not a small problem.

What I built

Your clinicians submit their own billing extras from their own sheet. Those flow into a reconciliation against the actual transactions, then into a per-clinician earnings summary and a payroll-ready export. Failed submissions get logged and can be replayed instead of lost.

What became true

Your pay run becomes a review step instead of a rebuild. Each clinician gets their own summary. Nobody needs access to the payroll sheet to submit what they're owed.

The situation

You can see revenue. You can see sessions. But you can't answer a simpler question: which clinicians are performing well by the metrics that actually matter to you as the owner, and which need support. The data exists. It just never gets assembled into an answer.

What I built

I build a per-clinician scorecard from your attendance and referral data: conversion, retention, churn, and average sessions per client, the metrics that show how well each clinician is helping the people in their care.

What became true

Your question has an answer that refreshes on its own. Patterns in performance show up while there's still time to step in and help, rather than at year end.